Nothing is neutral. Every decision we make and every action we take moves us closer to success or failure.

Archive for May, 2010


Five Key Steps To A Successful Business Succession Plan

The Coach interviews Stephen Reed, CPA, at Cowan, Gunteski & Co., P.A. on the five key steps to a successful business succession plan. Over 90% of businesses in the U.S. are family owned, but less than 30% make it to the second generation and fewer than 12% make it to third generation. The key reason [...]

Read More...



How much does Trust & Estate Services Cost in the USA or California?

I am interested in setting up a trust for my spouse and future family. If something should ever happen to my life (death); I want my Spouse and future Children protected from Probate and other taxes. And Also I want the family to benefit from the trust or family assets or wealth for a very [...]

Read More...



How can a marriage affect to a man’s retirement plan and financial assets?

I live in Asia and I’ve been married for 2 years and we have a 2 years old daughter. My husand is an american. He’s now saying that he doesn’t want complicated things in his retirement plan and fincancial plan if he brings me to U.S. I don’t really know about all those. How can [...]

Read More...



Estate Planning: Getting Started

Ricky Berger talks about how to get started with Estate Planning. What is Estate Planning? What documents do you need to gather. Duration : 0:3:17 Recommended ReadingFinancial Retirement Planning, A First LookNeed website that recommends attorneys that specialize in estate planning/trusts for gay couples in Phoenix,AZAre life insurance policy proceeds always tax free?What is probate?Florida [...]

Read More...

Financial Planning Doctors Dentists Website Introduction

Ray Prince, specialist Financial Planner to UK Doctors & Dentists introduces visitors to Rutherford Wilkinson plc’s specialist website. Sign up to receive the free twice monthly email newsletter ‘Financial Tips’ and receive a complimentary copy of the pdf guide ‘How To Avoid The 7 Most Common Retirement Planning Mistakes’. Duration : 0:2:8 Recommended ReadingFinancial Retirement [...]

Read More...